[ Equals Reviews ](https://www.g2.com/products/equals-equals/reviews) [ Equals Reviews ](https://www.g2.com/products/equals-equals/reviews) # Equals Features ##### ## Expense Reports (6) Ease of Creating Expense Reports Creation of expense reports takes little time and is intuitive for new users Bank / Credit Card Integration Can easily pull in receipts from all credit card statements Smart Categorization Automatically assigns categories/accounts based on past entries and credit card statements Digital Receipt Management Provides various methods to easily capture receipts digitally and can automatically parse receipts to create expenses report entries. Methods may include mobile photos, desktop drag and drop, etc. Currency Conversions Enables easy entry of expenses in other currencies and converts to expense report currency Credit Card Integration Integrates with corporate or personal credit cards (import or bi-directional) Show More ##### ## Client Invoicing (3) Invoice Creation and Delivery Ability to create and send printable or electronic invoices. Includes standard invoice style library that can be customized/branded. Electronic Payments Accepts electronic payments from clients Project Accounting / Revenue Recognition Provides adequate reporting and/or can integrate to AP systems to recognize revenue appropriately Show More ##### ## Mobile (1) Receipt Capture Can easily capture receipts, parse receipts and convert/assign them to a report from mobile device Show More ##### ## Administration (5) Business Tool Integration Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems Workflow Routes Timesheets, Invoices, Expense reports through approval process. Easy to maintain and administer Policy Compliance Management Enables administrators to create rules that enforce compliances of corporate time and expense policies User, Role, and Access Management Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. PCI Regulation Compliant Complies with PCI security standards Show More ##### ## Platform (6) Reporting Access pre-built and custom reports and dashboards. APIs / Integration Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications. Internationalization Enables users to view and transact business with the same content in multiple languages and currencies. Performance and Reliability Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. Mobile User Support Allows software to be easily used on multiple mobile devices include phone and tablet devices. Complex Approval Workflow Provides workflow for complex approval structures Show More ##### ## Setup (2) Data Consolidates procurement data from multiple systems such as ERP systems and supply chain suites. Approvals Define rules and workflows that managers can use to approve different kinds of spending. Show More ##### ## Performance (4) KPIs Provide standard spend KPIs that can be customized by users. Benchmarks Use historical spend data to create benchmarks per company or department. Forecasting Provide forecasts on future trends that may impact spending performance. Savings Identify savings opportunities per activity, department, or at the company level. Show More ##### ## Transactions (4) Types Manage various transaction types such as cash collection or prepaid cards. Global Support multiple currencies, multiple countries, and multiple languages. Channels Provide features for money transfer online and on mobile devices. Fees Track and manage fees for different types of transactions. Show More ##### ## Compliance (5) Security Comply with security and privacy standards and regulations. Fraud Protection Include fraud protection features for all types of transactions. ID Verification Checks remitters' ID and information such as address at registration. Reporting Produces compliance-related reports. Onboarding Handles customer onboarding, including KYC and AML verification. Show More ##### ## Integration (3) Accounting Provide integration with accounting systems or deliver APIs for integration. Foreign Exchange Integrate with foreign exchange software for international transactions. AML & KYC Deliver features or accreditation or Anti-money laundering and Know your customer. Show More ##### ## Card Management (6) Card Types Manage multiple types of cards such as physical and virtual, debit and credit, or prepaid. Card Controls Allow users to activate cards, define spend limits, or change PIN codes. Card Personalization Personalize cards using logos, brand colors, and custom messaging, Configuration Define how cards can be used: single use, multi use, online, POS Fulfillment Track card fulfillment information such as orders, inventory, and shipping Replacement Manage replacements of stolen ,damaged, and lost cards. Show More ##### ## Controls (6) Tokenization Protect card data using algorithmically generated numbers (also known as tokens). Security Comply with Payment Card Industry Data Security Standard (PCI DSS) Card Networks Provide integration with card networks such as Visa and Mastercard Integration Integrate with software such as accounting, expense management, or banking. Testing Provide a sandbox to simulate and test payments cards and transactions APIs Deliver APIs for custom integrations and to exchange financial data with other applications. Show More ##### ## Payment Cards (3) One-time Virtual Online credit card number that can be instantly sent to employees and used for secure, one-time purchases Recurring Virtual Online credit card number that can be instantly sent to employees and used for secure, recurring payments, such as subscriptions or services Physical Physical credit cards used by employees for various expenses that allow management to monitor spending and budgets Show More ##### ## Reporting (4) Real time Report on spend transactions as they happen in real time Multiple Views Reports that allow the user to sort and filter by vendor, team, GL, department, etc. Export The ability to export reports in various formats, such as excel, CSV, and Google Sheets Budgets Report on and track spending against budgets Show More ##### ## Payments (3) Vendor Pay vendors through a dashboard or portal and maintain vendor payment information Recurring Manage and execute recurring payments, such as subscriptions, services, utilities, etc. ACH Allows for the electronic transfer of funds between banks Show More ##### ## Fraud & Risk Management (2) Unique Cards Individual, unique cards for each vendor to help manage duplicate and overpayments Controls Control spend limits, expiration dates, and lock and unlock stolen or lost cards Show More ##### ## Connectivity (4) APIs Provides APIs for users to access financial data. Cards Enables users to offer their own customers credit and debit cards. Accounts Enables users to offer their own customers checking and savings accounts. White-labeling Allows users to provide embedded, white-labeled banking services within their own solutions. Show More ##### ## Payments - Embedded Payments (3) Processing Process payments from customers and track late or incomplete payments. Fraud Protection Protect against payment fraud and fraudulent transactions. Payment Methods Support multiple payment methods such as credit and debit cards or bank transfers. Show More ##### ## Personalization - Embedded Payments (3) Customer Onboarding Include features to manage the onboarding of new customers. Checkout Customization Deliver checkout portals that can be customized by users. Merchant Portal Provide a portal that merchants can use to track payments. Show More ##### ## Setup - Embedded Payments (2) Payment Flows Define workflows to process different types of payments. APIs Provide application programming interfaces to integrate with other software solutions. Show More ##### ## Analytics - Embedded Payments (2) Transactions Analyze payments to identify the value of failed or incorrect payments. Reconciliation Matches payments with billing and invoices to ensure that customers are charged correctly. Show More ##### ## Agentic AI - Banking as a Service (BaaS) (1) Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Expense Management (1) Cross-system Integration Works across multiple software systems or databases Show More ## Top-Rated Alternatives [ ![Pleo](https://images.g2crowd.com/uploads/product/hd_favicon/58daa646a322773024af8fc507d8f840/pleo.svg "Pleo") Pleo 4.7/5 (1,417) ](https://www.g2.com/products/pleo/reviews) [ ![Navan (Formerly TripActions)](https://images.g2crowd.com/uploads/product/hd_favicon/a51f79a29d04ad2be64cec35266596eb/navan-formerly-tripactions.svg "Navan (Formerly TripActions)") Navan (Formerly TripActions) 4.7/5 (8,945) ](https://www.g2.com/products/navan-formerly-tripactions/reviews) [ ![Payhawk](https://images.g2crowd.com/uploads/product/hd_favicon/7b069fcb391f44a31949b1c79da7f6fd/payhawk.svg "Payhawk") Payhawk 4.5/5 (884) ](https://www.g2.com/products/payhawk/reviews) [ View All Alternatives ](https://www.g2.com/products/equals-equals/competitors/alternatives) ## Technology Glossary Features View full feature definition View definitions of the features and discover new technology terms. [View Glossary](/glossary) [Mileage Tracking](/glossary/mileage-tracking) Mileage tracking is the process of maintaining a mileage log for reimbursement or tax deduction. See why accurate mileage tracking is crucial for individuals and companies alike. [API](/glossary/api-definition) An application programming interface (API) serves as a link between disparate software and allows for an exchange of information between them. Learn more about how APIs work, and why they are crucial for software development. [Policy Compliance Management](/glossary/policy-compliance-management) Policy and compliance management is a process to centrally manage standards, policies, and internal control processes cross-mapped to external regulatory standards. Learn more about policy and compliance management best practices and the associated benefits. Equals Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_ce6e45b32bbf7dce76156e5ae60a5b98/wise-business.jpg "Product Avatar Image") Wise Business 3.9/5 (96) [ Compare Now ](https://www.g2.com/compare/equals-equals-vs-wise-business) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_9ec513f0f568092db372ad45f075653d/pleo.jpg "Product Avatar Image") Pleo 4.7/5 (1,435) [ Compare Now ](https://www.g2.com/compare/equals-equals-vs-pleo) ##### Categories on G2 [ Expense Management ](https://www.g2.com/categories/expense-management)[ Spend Management ](https://www.g2.com/categories/spend-management)[ Payment Card Issuance ](https://www.g2.com/categories/payment-card-issuance) [ Embedded Payments ](https://www.g2.com/categories/embedded-payments)[ Cross-border payments software ](https://www.g2.com/categories/cross-border-payments-software)[ Banking as a Service (BaaS) ](https://www.g2.com/categories/banking-as-a-service-baas) Show More ##### Explore More [ Best sales app for improving team performance ](https://www.g2.com/discussions/best-sales-app-for-improving-team-performance)[ Best SaaS backup software for small businesses ](https://www.g2.com/discussions/what-s-the-best-saas-backup-software-for-small-businesses)[ What platform integrates invoice management with accounting systems? ](https://www.g2.com/discussions/what-platform-integrates-invoice-management-with-accounting-systems) [ Best-reviewed managed detection and response software ](https://www.g2.com/discussions/best-reviewed-managed-detection-and-response-software)[ What is the best free time tracking software for businesses? ](https://www.g2.com/discussions/what-is-the-best-free-time-tracking-software-for-businesses)[ Pros and Cons Details ](https://www.g2.com/products/equals-equals/reviews?qs=pros-and-cons) Show More [ Best sales app for improving team performance ](https://www.g2.com/discussions/best-sales-app-for-improving-team-performance)[ Best SaaS backup software for small businesses ](https://www.g2.com/discussions/what-s-the-best-saas-backup-software-for-small-businesses)[ What platform integrates invoice management with accounting systems? ](https://www.g2.com/discussions/what-platform-integrates-invoice-management-with-accounting-systems) [ Best-reviewed managed detection and response software ](https://www.g2.com/discussions/best-reviewed-managed-detection-and-response-software)[ What is the best free time tracking software for businesses? ](https://www.g2.com/discussions/what-is-the-best-free-time-tracking-software-for-businesses)[ Pros and Cons Details ](https://www.g2.com/products/equals-equals/reviews?qs=pros-and-cons)